News
Rivian’s RJ Scaringe talks on-site farming plans for employees, battery storage solutions
Rivian CEO RJ Scaringe recently shared insights about the company’s psychology in a livestreamed conversation with professional rock climber Alex Honnold and Rich Roll, a long-time wellness advocate and endurance athlete. As Rivian develops the manufacturing capabilities necessary to build its all-electric R1T pickup truck and R1S SUV at market scale, serious consideration is going into how to harness their team’s energy into an industrial system that works for everyone involved.
“So, industrial systems you have very often are very much class-based system – the white collar workforce, the blue collar workforce – there’s a whole host of things that lead those two sides to often having friction. We see how unions have come in to sort of help try to make those two work a little bit better together. But, a big part of what we’re doing right now is actually mapping out and thinking about the psychology of our company and the psychology of this facility,” Scaringe detailed during the event.
One of the unique things Rivian has inherited during its growth into a full-fledged auto manufacturer is the work force from the 2.6 million square foot plant the company purchased from Mitsubishi. Scaringe described the human story of the facility as “remarkable”, citing how many of the people currently there were part of the original launch team that later had to shut the facility down.
“So, 1989-1990, there are people that are 21-22 years old, they launched the facility….25-30 years go by, they’re part of the team running it, building it, now have to shut this facility down,” Scaringe described. “When we bought the facility, we not only just got the hardware, the acreages of land…[Now] we’ve got a team of people that’s passionate about restarting the facility.”
The company hopes the motivation to restart the plant under a Rivian badge will carry over into a win-win for all involved.
“It’s really remarkable. I mean, I think we’ve got a gift to work with in terms of that level of energy and that passion to bring it back to life,” the CEO said. “As we think about how do we take this gift that we’ve been given in terms of a workforce that’s so motivated, and how do we challenge a lot of the conventions that have been built up in terms of industrial systems…we’re doing a lot of things in the facility to really take that energy and supercharge it, really harvest it.”
One of the ideas Rivian is working to benefit on-site employees utilizes the resources inherited from the plant itself. The acreage surrounding the actual facility isn’t entirely needed for production purposes, so the car maker is planning to partner with local universities for food production from ground to plate.
“We have 508 acres at the plant, a very small percent of which actually has the plant occupying it – most of it’s just grass. We’re gonna be turning a lot of that into an area to grow food. And we’re gonna run that in partnership with some of the local universities through their agriculture programs to grow food locally on our site…and then that food’s gonna be served in our facility with students that are learning from top chefs we’re bringing in to run the food services in our facility, and we’re gonna provide incredible food to our plant team regardless of what part of the plant you work in,” Scaringe revealed.
“[That way]…there’s true equity. Every employee is part of this mission of bringing this facility back up. And that positive energy that we’re establishing at the plant, we want it to be a benchmark for how industrial systems are run – the collaboration, the communication between groups, between our other facilities.”
The conversation with Rich Roll and Alex Honnold primarily involved another part of the company’s psychology – helping to accelerate widespread adoption of renewable energy. Rivian has partnered with the Honnold Foundation to use the electric truck maker’s “second-life” auto batteries for a micro-grid solar system in Adjuntas, Puerto Rico. Through this project and others in the future, older battery cells that are no longer efficient for electric vehicles are repurposed into stationary energy storage units.
Adjuntas was selected as their first project site due to the town’s need for energy assistance after struggling in the wake of Hurricane Maria in 2017. The Honnold Foundation and Rivian will be using 135 kWh battery packs from R1T and R1S development vehicles for that particular grid project; however, cells going into Rivian’s production vehicles have been purposefully designed to have a “second life” in energy storage. The move towards energy projects marks a huge step for Rivian, signaling its expansion beyond the manufacture of all-electric luxury adventure vehicles.
Rivian’s first vehicle deliveries to customers are still planned for the end of 2020. Scaringe said during the event that around 800 members of their preorder community, i.e., reservation holders, were in attendance at the event with Roll and Honnold, so a further manufacturing update was provided with that in mind.
“There’s a lot of stuff happening [at the plant]. We’re moving equipment, we’re putting new equipment in. We’ve got amazingly talented people working day and night to bring that facility up and start delivering cars as quickly as possible,” he promised.
Watch RJ Scaringe, Alex Honnold, and Rich Roll discuss the Honnold Foundation and Rivian’s facility details in the video below:
Investor's Corner
Tesla gets bold Robotaxi prediction from Wall Street firm
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Tesla (NASDAQ: TSLA) received a bold Robotaxi prediction from Morgan Stanley, which anticipates a dramatic increase in the size of the company’s autonomous ride-hailing suite in the coming years.
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Percoco dug into the Robotaxi fleet and its expansion in the coming years in his latest note, released on Tuesday. The firm expects Tesla to increase the Robotaxi fleet size to 1,000 vehicles in 2026. However, that’s small-scale compared to what they expect from Tesla in a decade.
Tesla expands Robotaxi app access once again, this time on a global scale
By 2035, Morgan Stanley believes there will be one million Robotaxis on the road across multiple cities, a major jump and a considerable fleet size. We assume this means the fleet of vehicles Tesla will operate internally, and not including passenger-owned vehicles that could be added through software updates.
He also listed three specific catalysts that investors should pay attention to, as these will represent the company being on track to achieve its Robotaxi dreams:
- Opening Robotaxi to the public without a Safety Monitor. Timing is unclear, but it appears that Tesla is getting closer by the day.
- Improvement in safety metrics without the Safety Monitor. Tesla’s ability to improve its safety metrics as it scales miles driven without the Safety Monitor is imperative as it looks to scale in new states and cities in 2026.
- Cybercab start of production, targeted for April 2026. Tesla’s Cybercab is a purpose-built vehicle (no steering wheel or pedals, only two seats) that is expected to be produced through its state-of-the-art unboxed manufacturing process, offering further cost reductions and thus accelerating adoption over time.
Robotaxi stands to be one of Tesla’s most significant revenue contributors, especially as the company plans to continue expanding its ride-hailing service across the world in the coming years.
Its current deployment strategy is controlled and conservative to avoid any drastic and potentially program-ruining incidents.
So far, the program, which is active in Austin and the California Bay Area, has been widely successful.
News
Tesla Model Y L is gaining momentum in China’s premium segment
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla’s domestic sales in China held steady in November with around 73,000 units delivered, but a closer look at the Model Y L’s numbers hints at an emerging shift towards pricier variants that could very well be boosting average selling prices and margins.
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla China’s November domestic numbers
Data from the a Passenger Car Association (CPCA) indicated that Tesla China saw domestic deliveries of about 73,000 vehicles in November 2025. This number included 34,000 standard Model Y units, 26,000 Model 3 units, and 13,000 Model Y L units, as per industry watchers.
This means that the Model Y L accounted for roughly 27% of Tesla China’s total Model Y sales, despite the variant carrying a ~28% premium over the base RWD Model Y that is estimated to have dominated last year’s mix.
As per industry watcher @TSLAFanMtl, this suggests that Tesla China’s sales have moved towards more premium variants this year. Thus, direct year-over-year sales comparisons might miss the bigger picture. This is true even for the regular Model Y, as another premium trim, the Long Range RWD variant, was also added to the lineup this 2025.
November 2025 momentum
While Tesla China’s overall sales this year have seen challenges, the Model Y and Model 3 have remained strong sellers in the country. This is especially impressive as the Model Y and Model 3 are premium-priced vehicles, and they compete in the world’s most competitive electric vehicle market. Tesla China is also yet to roll out the latest capabilities of FSD in China, which means that its vehicles in the country could not tap into their latest capabilities yet.
Aggregated results from November suggest that the Tesla Model Y took the crown as China’s #1 best-selling SUV during the month, with roughly 34,000 deliveries. With the Model Y L, this number is even higher. The Tesla Model 3 also had a stellar month, seeing 25,700 deliveries during November 2025.
Cybertruck
Tesla Cybertruck earns IIHS Top Safety Pick+ award
To commemorate the accolade, the official Cybertruck account celebrated the milestone on X.
The Tesla Cybertruck has achieved the Insurance Institute for Highway Safety’s (IIHS) highest honor, earning a Top Safety Pick+ rating for 2025 models built after April 2025.
The full-size electric pickup truck’s safety rating is partly due to the vehicle’s strong performance in updated crash tests, superior front crash prevention, and effective headlights, among other factors. To commemorate the accolade, the official Cybertruck account celebrated the milestone on X.
Cybertruck’s IIHS rating
As per the IIHS, beginning with 2025 Cybertruck models built after April 2025, changes were made to the front underbody structure and footwell to improve occupant safety in driver-side and passenger-side small overlap front crashes. The moderate overlap front test earned a good rating, and the updated side impact test also received stellar marks.
The Cybertruck’s front crash prevention earned a good rating in pedestrian scenarios, with the standard Collision Avoidance Assist avoiding collisions in day and night tests across child, adult crossing, and parallel paths. Headlights with high-beam assist compensated for limitations, contributing to the top award.
Safest and most autonomous pickup
The Cybertruck is one of only two full-size pickups to receive the IIHS’ Top Safety Pick + rating. It is also the only one equipped with advanced self-driving features via Tesla’s Full Self-Driving (Supervised) system. Thanks to FSD, the Cybertruck can navigate inner city streets and highways on its own with minimal supervision, adding a layer of safety beyond passive crash protection.
Community reactions poured in, with users praising the vehicle’s safety rating amidst skepticism from critics. Tesla itself highlighted this by starting its X post with a short clip of a Cybertruck critic who predicted that the vehicle will likely not pass safety tests. The only question now is, of course, if the vehicle’s Top Safety Pick+ rating from the IIHS will help the Cybertruck improve its sales.
Tesla gets bold Robotaxi prediction from Wall Street firm
Tesla Model Y L is gaining momentum in China’s premium segment
